Bluebeam Revu comes stocked with several default PDF templates. These documents are preset with specific page settings, formatting, and even content. There are default templates for a variety of common AEC documents – such as RFIs and Submittals. If you need a specific template that’s unavailable, you can also create and import in your own. This can be especially useful for any document that you’ll be using frequently. With PDF templates, you can create the needed document with just a few clicks.

In this article, we will cover how to use, create, and import PDF templates in Bluebeam Revu. The following examples are from Bluebeam Revu 21 Complete – but the functions are the same in all versions of the program.

Using Default Templates

To access the default PDF templates within Revu, select File > New PDF from Template. Here, you’ll find a list of default templates, such as Fax and Invoice. If you have Bluebeam Revu eXtreme or Revu 21 Complete, you will also have access to template forms. These templates feature form fields that you can fill in right from within Revu.

The selected template will open as a new PDF document. You can now customize the document as you would any other PDF by placing markups or stamps. By selecting File > Save As, you can save the edited document to share it with others.

Creating a New PDF Template

If the template you need is not available, you can create and save a new one to Revu. You can create PDF templates by making changes and saving current templates. For example, you could place your company’s logo on the Fax – Form template, and save it as a new template. You can also create new PDF templates from scratch. 

To demonstrate, I’ll create a custom invoice template from a blank PDF. First, I’ll create a new blank document by selecting File > New PDF. In the New window, you can adjust the page size, orientation, and style as needed.

Creating PDF Elements Using Markups

For this template, I’ll be creating a simple table to track materials. To help create the lines for the table, I can add a temporary grid to the page. To add a grid to the PDF, select View > Show Grid. This will add a dotted grid background to the page to assist in centering elements. Additionally, you may also want to turn on Snap to Grid. This tool will set markups to automatically snap to the nearest grid point. This tool is also available under the View menu.

Now, I can begin creating the template’s elements using the markups tools. To start, I’ll use the Rectangle tool to add a box to the page. With assistance from the grid, I’ll center the box on the page.

Next, using the Line tool, I’ll add a column to the top of the table. I’ll also add a few lines to create multiple rows.

I also want to add titles to each column within the table. I’ll do this by placing a Text Box markup within each, and typing in the desired text.

Additionally, I’ll add some text to the top and the bottom of the page as well. Starting with a Text Box markup, I can use the Style button within the toolbar to adjust the font color and line height.

To make it clear who the invoice is from, I’ll add my company’s logo to the upper left hand corner. You can add images to the PDF using the Image markup tool. I’ll select the image from my Windows Explorer, and click and drag the cursor to place it on the page.

Flattening Template Elements

Lastly, I’ll flatten the PDF to ensure that these template elements are not adjusted. Flattening markups moves the markup from the annotation layer to the content layer. Once flattened, markups can no longer be adjusted or deleted. To flatten the document, select Document > Flatten. In the dialogue box, make sure that Flatten: All Markups is checked and select Flatten. Now, I’ll turn off the grid by selecting View > Show Grid to see the final result.

Saving As a Template

With the PDF created, you can now turn it into a template for reuse. To save the open document as a template, pressing File > New PDF from Template > Save As Template. In the Save As window, give the template a recognizable name. Don’t worry about adjusting the file’s location – Revu will automatically save the template with the other template files.

Now, if you want to reuse the template, you’ll find it saved under the template menu. Going back to File > New PDF from Template, I can now open up the template I just created.

Importing in a Template

Along with creating new templates, you can import templates in as well. Any PDF document that you have access to can be imported into Revu as a template. For this reason, several online resources provide access to free PDF templates. 

If you find a template that you want to use in Revu, you can import it in to the program. First, download the desired PDF template to your computer. You can import the template directly into Bluebeam Revu by selecting File > New PDF from Template > Import Template.

The Windows Explorer will immediately open, and you can select the downloaded template and press Open. Now, the imported template will be available for reuse from the New PDF from Template menu.

If you have any comments, questions or suggestions, please use the comment section on the bottom of this page, and don’t forget to subscribe to our blog to get more Bluebeam tips & tricks directly in your inbox!

Lauren Hecker is a Bluebeam Certified Instructor and teaches Onsite Bluebeam Certified Courses, virtual Bluebeam Basics and Advanced courses, and custom onsite or virtual courses. To see her next open enrollment course, please visit our calendar. To schedule an onsite or custom course, please contact us!

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *